Data Management Capabilities > Managing Projects > Classic Plans > Classic Plan Objects > Classic Activities and Summary Activities > Creating a Classic Activity
  
Creating a Classic Activity
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Only project or program managers can create activities.
You can create an activity by clicking the new activity icon on the Plan table.
The New Activity window is divided into the following steps:
1. Under the Identify Activity step, complete the following fields and then click Next:
Field
Description
Activity Name
Enter the name of the new activity. This field is required.
Predecessors
Click Select to choose any predecessors for the activity. Predecessor plan objects define constraint relationships for the plan object being created. For example, if Activity A is selected as a predecessor to Activity B, then Activity B cannot be started until Activity A has been completed.
Activity Owner
Select a team member to be assigned as the activity owner from the drop-down list.
Description
Enter a brief description of the activity. Enter up to 4,000 characters.
Estimated Start
Enter a date for the start of the activity. Use the date format specified next to the field. (For example, if the specified date format is MM/DD/YYYY, the date could appear as 03/30/2005.) Click the calendar icon to choose a specific date from the calendar.
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Do not enter a start date if you want the changes in the plan to propagate through the work breakdown structure based on durations, hierarchy containment, and precedence relationships defined in the plan.
Estimated Duration
Enter the number of days which the completion of the activity is expected to take. If you have entered a specific number, a Calculate check box appears during an edit of the activity. If you select this check box, your entered number is overridden by an automatically calculated number from the system.
Estimated Finish
Enter the date by which it is estimated that the activity will be complete. If a duration has been specified, this date will automatically be calculated based on the estimated start and duration values.
Due Date
Enter the date after which the activity is considered overdue. Use the date format specified next to the field. (For example, if the specified date format is MM/DD/YYYY, the date could appear as 03/30/2005.) Click the calendar icon to select a specific date from the calendar.
Done
Enter the percentage of the activity work that is completed. If deliverables are associated to the activity, this is automatically calculated based on the percentage complete of the deliverables.
Status
Select the current status of the activity from the drop-down list. Green indicates no problems. Yellow indicates caution. Red indicates an alert of high risk. If deliverables are associated to the activity, this is automatically calculated based on the status of the deliverables.
Status Description
Enter a description of the reasons for the status designation. Enter up to 4,000 characters.
2. Under the Choose Position step, complete the following fields and then click Next:
Field
Description
Append to Plan
Select Append to Plan if you want the activity to be placed within the plan at the top level.
Insert in Plan
If you want the activity to be inserted into the plan at a specific location, select Before, After, or As Child of. Then specify the ID of the plan object to which the activity is to be connected. If you do not know the ID, click Select and choose a plan object from the provided list.
3. Under the Identify Resources step, define the resources for the project or program including people, equipment, facilities, and materials. Select a resource from the All Resources field and click Add to add that resource to this activity. Once it has been added, the resource appears in the Selected Resources field.
To remove a resource from this activity, select it in the Selected Resources field and click Remove.
Click Next.
4. Under the Choose Notifications step, select events for which you would like to receive email notifications and then click Next:
Event
Description
Status Change
The activity status has changed.
Percent Done Change
The percentage of completion of an activity has changed.
Estimated Finish Change
The estimated finish date for the activity has changed.
Turns Red
The status has changed to red. Red is an alert of high risk. (Project or program managers only.)
Due Date Change
The due date for the activity has changed.
Missed Due Date
The due date has passed and activity is not completed.
[x] Days Before Due Date
The specified number of days before the activity due date remains. The default number is 3 days.
[x] Days After Due Date
The specified number of days after the activity due date has passed. This includes the number of days overdue. The default number is 3 days.
State Change
The state of the activity has changed.
Owner Change
The owner of the activity has changed.
Object Deletion
The activity has been deleted.
Completion
The activity has been completed. (Project or program managers only.)
5. Under the Identify Risk step, complete the following fields:
Field
Description
Risk
Identifies the probability that the activity will be completed by the due date. Select either Very High, High, Very Low, Low, Medium, Unavailable.
Risk Description
Enter a brief description of the reasons for the Risk designation. Enter up to 4,000 characters.
6. Click Finish to create the activity.
The activity is created and visible in the Plan table.